The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dream. It is important to have a plan so that you can maximize your retirement satisfaction. #retirement #retiring #seniorcitizens...

#luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC. EXEC is a highly curated hotel, travel, lifestyle, and business benefits program providing access to exceptional brands and experiences. It powers the benefits and perks programs of some of the world's leading associations and organizations. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Our international expat team had a discussion with Mishkin Santa, JD, LLM, TEP from The Wolf Group about recent and relevant court cases that directly impact expats when it comes to tax filing. The Wolf Group thrives as an international tax accountant firm. Mishkin is a Principal of The Wolf Group and oversees the firm’s international tax services in the areas of Offshore Voluntary Disclosure, US Exit Tax, foreign grantor and non-grantor trusts, nonresident alien taxation, international...

Coming up on the mid-year, Stan Farmer and Syl Michelin talk about the markets and what we might be able to expect in the second half. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Clint Walkner, Nate Condon, and Syl Michelin break down the looming Debt Ceiling Deadline. What does it ALL mean? Should you be nervous? Questions answered! --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Clint Walkner, Nate Condon, and Syl Michelin break down all of your questions about the looming Debt Ceiling Deadline. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Americans flock to places like Portugal and France, but don't forget these hidden gems! Low cost of living, friendly tax rates, and loaded with culture and scenery. Let's talk Romania, Hungary, and Bulgaria. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

GST guest and local business owner Jonny Hoffner (Paper Antler, Good Lion Golf) joins Stan and Mitch in the booth to discuss the month he and his family spent in Portugal. They discuss how Portugal was the “edge of the old world”, why it is such an attractive place to visit or retire, and Jonny’s fun day at a Portuguese golf course. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

London has long been a truly international city and many Americans live and work in the greater metropolitan area. Whether you are considering a short, intermediate, or long-term move to the United Kingdom, there are a variety of financial planning topics that are best considered prior to making the move. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Stan and Keith sit down to discuss the markets, touching on U.S. stock market before transitioning to a more substantive discussion on international markets. With recession still possible (and some say probable), how will the markets react?  --- Send in a voice message: https://anchor.fm/walkner-condon-expats/message

On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P. Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P. Morgan Guide to the Markets, talks about the data in the guide and how we can use it to make data-driven investment decisions. They discuss the state of inflation, macroeconomic trends, and positioning for...

Year-end means many things: holidays, new year’s resolutions, and plenty of holiday-themed foods, which necessitate certain new year’s resolutions. But year-end in the financial world also means tax loss harvesting. In this episode, Stan Farmer, CFP, J.D., and Syl Michelin, CFA, explore the world of tax loss harvesting for U.S. expats and Americans abroad. In a sentence, tax loss harvesting simply means selling certain investments at a loss to reduce your tax bill or offset capital gains....

We finish our ‘Introduction to Expatration’ series by taking into account what we've covered so far and asking the question, "Should you really expatriate?"  Our Expatriation 101 miniseries started by defining covered vs. uncovered expat status, while our second episode detailed the consequences of falling under the covered expat status. Now that we have a more complete picture of what it means to expatriate, Stan, Syl, and Keith dive into when it might make sense to do so. Questions about...

We take a break from our regularly scheduled expat investing programming to dive into a rapidly approaching international event that may be of interest to our audience of Americans abroad – the 2022 World Cup. While financial advisors Stan Farmer, CFP®, J.D., and Keith Poniewaz, Ph.D., have quite the knowledge of soccer, with a particular focus on the U.S. Men's National Team, we wanted to bring in an outside guest with an even greater breadth of expertise on the subject. Enter Jake Landau...

Saving for their children's college experience is often a financial goal that many of our clients living in the U.S. want to accomplish. But that goal becomes more convoluted when you're an American living outside the U.S. trying to send your child to university, whether they'll eventually be attending a school internationally or one in the U.S. In this episode, our team of U.S. expat financial advisors – Stan Farmer, CFP®, J.D.; Syl Michelin, CFA; and Keith Poniewaz, Ph.D. – break out the...

We continue our ‘Introduction to Expatration’ series with a deeper dive into the implications and consequences of covered expat status. While our first episode of this miniseries focused on the definitions and differences of covered vs. uncovered expat status, this edition hones in on what it means financially if you find yourself in the group of covered expats. As with most things involving expatriation, it’s complex to be in the covered category. And as Stan Farmer, CFP, J.D., and Keith...

Are you a nonresident alien or non-U.S. citizen looking to invest in the U.S.? Whether you’re part of a cross-border family or simply a non-U.S. citizen trying to invest in the U.S., there are quite a few myths and misconceptions about investing in the U.S. as a non-American. We haven’t touched on this subject before, but we’ve still had a recent deluge of inquiries about investing in the U.S. as a foreigner. So we thought it was time to cover this subject more in-depth in what’s likely to...

As obvious as it sounds, one of the keys to U.S. expat status is the process itself of expatriation. Living as an American abroad is one thing, carrying its own set of financial and investing hurdles and complications. But truly renouncing your U.S. citizenship brings about its own set of obstacles.  In this episode of Gimme Some Truth for Expats, our team of U.S. expat financial advisors – Stan Farmer, CFP®, J.D.; Syl Michelin, CFA; and Keith Poniewaz, Ph.D. – delve into the subject of...

This was an episode that first appeared on the Gimme Some Truth feed, but we felt the topic was just as important to U.S. expats and Americans living abroad. After all, the currency markets obviously carry international implications. And as Syl points out, the strength of the dollar means it's a great time to be an American traveling abroad (as long as you can get there in a somewhat inexpensive fashion).  Syl Michelin, a Chartered Financial Analyst and U.S. expat financial advisor, sits...

While many of the people who come to us are contemplating retiring or living outside the U.S. for an extended period of time, there's an entirely different group of Americans abroad in our tech-based, post-COVID era – the digital nomad.  Our team of U.S. expat financial advisors focused on Bermuda's lucrative, and rather inexpensive, digital nomad visa program on a previous episode of Gimme Some Truth for Expats. This time, we're zooming out to discuss digital nomad life from an introductory...

A long time ago – March 2021 to be exact – we brought a special guest, Glenn Jones of the Bermuda Tourism Authority, onto Gimme Some Truth to discuss an expat topic beginning to pick up steam – Digital Nomad Visas. As we progress into the third year with COVID still part of our lives, many workers are still working remotely full-time. In some cases, full-time remote work has become the standard (unless you're Elon Musk & Tesla). So with work-from-anywhere work still very much in the mix,...

Whether it's Reddit, a Facebook group, or any of the other myriad online discussion forums for U.S. expats, whether or not you – a U.S. expat – can contribute to an IRA is typically one of the most discussed topics for Americans living abroad. The simple answer is yes, you can, as long as you have employment income. Outside of that, no one rule prohibits a U.S. expat from contributing to an IRA. But as Keith Poniewaz, Ph.D., puts it so aptly in this episode, "Can you contribute to an IRA as...

You can’t spell ‘expat’ without tax. In all seriousness, and because of the complexities of being an American outside of the U.S., it can feel like life abroad revolves around taxes. While our team of financial advisors, who specialize in working with U.S. expats, have discussed taxes previously – not to mention the myriad acronyms – there are tax experts who specifically focus on tax consulting and preparation for expats. One of those experts is Cross Border Tax Law's Mark Vanderlinden, our...

Not only is Walkner Condon Financial Advisors' Syl Michelin, CFA, a native of France, but he also spent several years living in Switzerland and holds a Swiss passport. His wealth of knowledge on investing and financial planning as an American in Switzerland is perhaps exceeded only by the copious cliches about watches and chocolate (though, surprisingly, there was only one such reference in this episode). But, as Syl, Stan Farmer, and Keith Poniewaz make note of in this introduction to...

Are you an American seriously contemplating a move abroad? Or maybe you're closer to the early stages of that process, thinking about the possibilities of living somewhere outside of the U.S.?  Even if you fall into the latter group – and a move might not be imminent in 2022 – this episode seeks to unearth the most favorable destinations for U.S. expats. And while food, culture, and climate are important components to consider, our trio of U.S. expat financial advisors – Stan Farmer, Keith...